Meeting Form Orchestration Template

March 10, 2026

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This template captures website demo requests as high-intent signals, enrich the contact and company data, and route them to the right owner in the CRM.

Martin Blanchard Melelli

How it works

Step 1: Capture demo requests

Connect the website demo form to Clay.

Add a webhook to the website “Book Demo” form.
Route form submissions to Clay.
Ensure the webhook receives:
- Full name
- Work email
- Company name
- Domain
- How they found us

Verify the webhook:

Submit a test form
Confirm a new row appears in Clay

Step 2: Enrich missing data

Complete the contact and company profile.

Use Clay enrichment to populate:

Company domain
Company LinkedIn page
Contact LinkedIn URL
Job title
Headcount
Industry

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Step 3: Normalize records

Create standardized fields for CRM lookup.

Create columns such as:

Final Contact Name
Final Company Name
Company Domain
LinkedIn Profile URL
Company LinkedIn URL

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Step 4: Lookup company in CRM

Prevent duplicate company records.

Lookup company using:

Company domain
Company name

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Step 5: Route existing companies

If the company exists in CRM:

Identify the record owner
Retrieve company data
Retrieve contact data

Send a Slack notification to the owner containing:

Contact name
Company name
Demo request details

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Step 6: Validate new companies

If the company does not exist:

Verify the company is legitimate.

Check signals such as:

Valid domain
Active website
LinkedIn company page

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Step 7: Create CRM record

If validation passes:

Create new company record
Associate the contact with the company
Populate CRM properties

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Step 8: Update CRM with enrichment

Push enriched data back to CRM.

Update fields such as:

Company
- Domain
- Industry
- Headcount
- LinkedIn
Contact
- Name
- Title
- Email
- LinkedIn

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